Global Strategy

Fund Overview

The Fund seeks to achieve absolute return and capital appreciation over the long term by investing in equity, equity related transferable securities from OECD member states and Emerging markets and fixed income securities, which include corporate or government debt with a high quality rating. The use of Financial Derivative instruments will be used to enhance returns or minimize losses if the manager so seeks. The Fund will use hedging strategies to ensure returns are consistent with the stated objectives.

Why Invest

The funds main objective is the preservation of capital, while controlling the risk of the portfolio to levels between 5% and 4%.

Manager

Jorge Nuño Garcia

Characteristics

Fund type: UCITS IV
Performance Fee: Edmond de Rothschild Group
Custodian & Admin: Grupo Edmond de Rothschild

Class A

02/08/2019

NAVMTDYTD1Y3Y5YSI
9.701.06 %-0.52 %-5.24 %4.37 %--2.98 %
Class I

31/07/2019

NAVMTDYTD1Y3Y5YSI
9.950.38 %-1.02 %-6.00 %1.01 %--0.46 %
Class Z

02/08/2019

NAVMTDYTD1Y3Y5YSI
9.6911.11 %-0.18 %-4.61 %3.84 %-5.66 %

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